Independent Wealth Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Independent Wealth Network’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,537	Closed	-$227K	–	219
2023 Q1	$227K	Sell	6,537 -198	-3%	-$6.99K	0.15%	167
2022 Q4	$233K	Sell	6,735 -326	-5%	-$11.2K	0.16%	153
2022 Q3	$225K	Buy	7,061 +4	+0.1%	+$140	0.18%	148
2022 Q2	$240K	Buy	7,057 +873	+14%	+$30.7K	0.17%	146
2022 Q1	$230K	Sell	6,184 -144	-2%	-$5.28K	0.15%	168
2021 Q4	$247K	Buy	6,328 +98	+2%	+$3.75K	0.15%	165
2021 Q3	$245K	Buy	+6,230	New	+$236K	0.16%	162

Other funds holding SMMV

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return